![]() ![]() Remember to save the information by clicking Save in the top-right corner to create the lead.Choose “Create a lead” and enter the necessary details, such as Last Name, Title, Phone number, email, Lead Source, etc.On the top bar, you will find the “Leads Modules” from where you can create and Track your existing leads.The dashboard features can add quickly using the three dots on the right side. You can click “+” to add shortcuts to various features like lead, account, campaign, and contact. Open Tasks & Activities– Activity updates and overdue happening within CRMĪll these features are present in Zoho CRM. ![]() Deals Closing this Month– Deals & Funnels about to close the month. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |